Create Workflow for Enterprise: Step 2 - Configure Steps

David N

July 09, 2021 17:20

Step #: The step number for a step. Automatically generated when a new step is added. Can be adjusted from this page, but the step number must be unique.
Dependent Step #: The step number required to be completed before this step can be started.
Resource: The individual responsible for completing this step.
Target Duration: How many days allowed for this step to be completed.
Active
Email Enabled: If an email will be sent to the resource.

From the Action Drop-Down menu, click Add to begin.

Step 1 - Configure Step

Step #: A unique number that is automatically generated when a step is added. Can only be adjusted from the main Configure Steps page.
Dependent Step #: The step that must be completed before the current step can be started.
Step Name
Target Duration (Days): The number of days allowed for a step to be completed.
Resource: The individual responsible for a step.
Eligibility Rule: Determines who is eligible for the step will be included in a workflow.

Email Resource when the step is initiated.
Include the Attached Documents (as attachments) in the Email: Include the attached documents from Step 2 within the email sent to the resource.
Automatically mark this step as complete immediately after start: Used if an email needs to be sent to a resource only.
Allow Documents to be uploaded within this step.

Attach Prefilled Forms to be available for download by the assigned resourced when completing this step.

Attach a Survey to be downloaded by the assigned resource when completing the step.

If needed, select an included module from the list to require the completion of employee information with the step.

If needed, enter an email template to be appended to workflow notification emails.